x

Does Square for Retail have a training mode that allows for test transactions?

The title of this thread has been edited by a Square Moderator from the original: Training Mode.

 

I have a fairly large group of employees to train. Is there a Square Training mode? If not, is there a way to ring sales normally (but without customers) and then delete the transaction log?

590 Views
Message 1 of 4
Report
1 Best Answer
Square Community Moderator

Best Answer

Thank you for reaching out, @POEProductions!

A training mode isn’t something that’s currently available on our systems. However, we encourage you to contribute your vote and share how it could benefit your business on this existing Feature Request. By sharing your detailed use case on an existing feature request board, you empower other Sellers to support it with their votes and comments, highlighting the demand for this type of functionality to our Product team. Our Product team keeps an eye on Feature Request Boards and are constantly improving our products based on feedback like this!

In the meantime, you are able to use the following functions and payment methods while training your team. However, please note that these test payments will still appear in your reports, and cannot be removed.


Functions:

  • Comp
  • Void
  • Refund
  • Creating and applying a 100% discount


Payment Methods

  • Cash
  • Other Tender


Hope to see your thoughts on the Feature Request board soon. Please let us know if you have any other questions in the meantime!

P.S. A warm welcome to the Seller Community!

View Best Answer >

567 Views
Message 2 of 4
Report
3 REPLIES 3
Square Community Moderator

Best Answer

Thank you for reaching out, @POEProductions!

A training mode isn’t something that’s currently available on our systems. However, we encourage you to contribute your vote and share how it could benefit your business on this existing Feature Request. By sharing your detailed use case on an existing feature request board, you empower other Sellers to support it with their votes and comments, highlighting the demand for this type of functionality to our Product team. Our Product team keeps an eye on Feature Request Boards and are constantly improving our products based on feedback like this!

In the meantime, you are able to use the following functions and payment methods while training your team. However, please note that these test payments will still appear in your reports, and cannot be removed.


Functions:

  • Comp
  • Void
  • Refund
  • Creating and applying a 100% discount


Payment Methods

  • Cash
  • Other Tender


Hope to see your thoughts on the Feature Request board soon. Please let us know if you have any other questions in the meantime!

P.S. A warm welcome to the Seller Community!

568 Views
Message 2 of 4
Report

FWIW, I've been asking for similar functionality since 2018. I'm still looking for them to allow for a sandbox / testing environment. Six years and they still don't' understand the importance of NOT testing things in a production environment. 

 

The only way to accomplish this is to set up a separate account, load your catalog, rebuild ALL your discounts and other settings, test it, then replicate your work in your production system.

 

Square is designed for small operations with less items in the database.

101 Views
Message 3 of 4
Report
Square Champion

Definetly a much need feature and has been something we have been hoping for for years and years.  It is super hard to not be able to train someone fully unless you are in a live sale situation.  

536 Views
Message 4 of 4
Report